The wire · traced · first seen Oct 29, 09:32 UTC
Apple loses leverage as AI demand raises flash memory prices
AI hyperscaler demand has raised flash memory prices and shifted negotiating power from Apple to suppliers such as Kioxia.
What we checked
Every claim below was walked down the source ladder. The rung is how close the source is to the thing itself; the tense is the source's own.
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announced L2 · reported
Flash memory prices have quintupled amid demand from AI hyperscalers.
per Techmeme (L2) -
announced L2 · reported
Negotiating power has shifted from Apple to flash memory suppliers such as Kioxia.
per Techmeme (L2)
Not confirmed
The price comparison period, Apple's contract terms, and any change to iPhone prices are not established.
Who should wait
Buyers considering price or supplier changes should wait for contract-specific pricing.